Daily Summary and Template

Daily Summary and Template

Understanding Daily Summary Notes Input into T&M Go

  1. Enter your Name
  2. Enter the Date - Format must be Month/Day/Year (02/13/2018 as shown below)
  3. Enter your Daily Summary (Project Note)
  4. Important Note: This does not export with Field Sheets. However, the daily summary can be filled daily in Excel® using the Template that you can download.

Generate Daily Summary Report for Upload to T&M Pro (This to be completed daily)
  1. Click on File
  2. ​Click on Generate Daily Summary File 

If you use the Daily Summary Template - Be sure to save it with a new file name then once you are ready to import into T&M Go follow instructions below.



    • Related Articles

    • Price Data Template

      Price List - Excel Templates and Correct Formatting If you are wanting to create a Price List to use with T&M Pro™ - We recommend that you download the Excel® template below.  - Be sure to test your new price list to make sure it works properly ...

    • How To Print CAPS and Terms Summary

      To Print the Summary Report Page for CAPS and TERMS    To Print You First "MUST" Open the Summary Page  Go to File Click on Print Bill Pages Click on Billing Terms Summary How to get all (3) reports for Equipment Terms? You will need to Export Bill ...

    • 40 Hour PT Plus Daily PT Rule

      Premium Time Rule Settings  How to Set PT Settings for the 40 Hour + Daily Optional Premium Time Rule  This setting will bill PT as Follows - Be sure to set the day of the week the project started or the date of the first day the labor started. First ...

    • Generating Daily T&M Pro Reports

      Generating Daily T&M Go Reports for Import into T&M Pro These MUST be generated DAILY. You can only create reports for One Date at a time. These are the reports that are designed to be imported into T&M Pro via the button found on the Input Page for ...

    • Menu Item - Secondary Reports

      Menu Item - Secondary Reports Daily Labor Totals Daily Burn Rates Labor / Manager Ratio Allocation Summary Vehicle Summary Item Billed Summary Phase Code Reports Export Phase Code Reports Daily Labor Totals  Click on the Secondary Menu to Expand the ...